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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,101 | $154,228-28.0% | $145,433-23.6% | $137,256-19.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.33% | 74.59%-63.3pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,581 | $4,804-46.3% | $4,554-43.3% | $4,156-37.9% |
| Participant deferral / active EE | $7,850 | $8,216-4.5% | $7,897-0.6% | $6,407+22.5% |
| Admin fee / account holder | $8,957 | $14,344-37.6% | $13,129-31.8% | $12,270-27.0% |